Advisor Group’s AppFolio APPF Stock Holding History

Advisor Group’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$586K	Buy	5,340 +3,760	+238%	+$383K	﹤0.01%	1553
2019 Q3	$150K	Sell	1,580 -6,198	-80%	-$616K	﹤0.01%	2552
2019 Q2	$795K	Sell	7,778 -10,153	-57%	-$960K	0.01%	1285
2019 Q1	$1.42M	Buy	17,931 +14,581	+435%	+$975K	0.01%	879
2018 Q4	$199K	Buy	3,350 +1,125	+51%	+$68.3K	﹤0.01%	2092
2018 Q3	$175K	Sell	2,225 -6,177	-74%	-$467K	﹤0.01%	2276
2018 Q2	$513K	Buy	8,402 +6,352	+310%	+$346K	0.01%	1286
2018 Q1	$84K	Buy	2,050 +50	+3%	+$2.08K	﹤0.01%	2685
2017 Q4	$83K	Buy	2,000 +1,200	+150%	+$53.8K	﹤0.01%	2711
2017 Q3	$39K	Sell	800 -150	-16%	-$5.9K	﹤0.01%	3110
2017 Q2	$32K	Buy	950 +925	+3,700%	+$26.6K	﹤0.01%	3151
2017 Q1	$1K	Sell	25 -25	-50%	-$597	﹤0.01%	4497
2016 Q4	$1K	Buy	+50	New	+$1.04K	﹤0.01%	4326

Other funds holding APPF

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's APPF Position: Q4 2019 in Review

Advisor Group increased its AppFolio (APPF) stake by 238% in Q4 2019, buying an estimated $383K and bringing the position to 5,340 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Advisor Group first reported a position in APPF in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.42M in Q1 2019. 128 funds tracked by Wall St. Rank hold APPF as of Q4 2019.

Advisor Group held 5,340 shares of AppFolio worth $586K as of Q4 2019.
Advisor Group bought 3,760 AppFolio shares in Q4 2019, an estimated $383K.
AppFolio made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1553 holding.
Advisor Group first reported a position in AppFolio in Q4 2016 and has held it in 13 quarters since.
Advisor Group's AppFolio position peaked at $1.42M in Q1 2019.
128 funds tracked by Wall St. Rank held AppFolio as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.